Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Centric Wealth Management > Profile

Instuitional Investor - Centric Wealth Management

Fund Profile
Filing Period:
Fund Name: Centric Wealth Management
Portfolio Value $500,913,468
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 310,239 $31,154,169 6.22%
2.
United Parcel Service Inc
 UPS 245,058 $23,601,573 4.71%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 29,914 $19,746,896 3.94%
4.
Apple Inc.
 AAPL 66,927 $18,527,486 3.7%
5.
Hartford Fds Exchange Traded
 411,612 $14,435,235 2.88%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.